Implementations Project Specialist
5 days ago
Implementations Project Specialist
About Infinit-O: As a top Business Process Optimization solutions provider, we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.
Key Responsibilities:
- Support new clients and their law firms in "on-boarding" them onto Carta, including the implementation of client's capitalization table and securities on Carta.
- Manage complex datasets with high integrity.
- Migrate Clients Data to Carta's Onboarding Spreadsheet in Excel.
- Coordinate and manage inputs needed from both the clients and their law firms.
- Maintain the quality of clients' data throughout the on-boarding process.
- Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.
- Perform a Quality Control Check on the Clients' Accounts.
- Proactively manage your clients to ensure they are live on time or early, improving time to value month over month.
Requirements:
- 1-3 years experience.
- College Degree.
- Proficient in Excel and have experience with CRMs (Preferably: Salesforce).
- Eager to learn or have experience working with: Mixmax, Talkdesk, and Guru.
- Strong project management skills, able to manage multiple projects (40+) at a time while providing timely follow-up to clients.
- Familiarity with Private Equity and Capitalization.
- Flexible, adaptive, and resilient.
- Great people skills and a high degree of empathy.
- Excellent communication skills.
- Highly organized and able to manage a group of C-Suite Clients.
- Ability to work cross-functionally with teams.
- Able to deal with uncertainties and ambiguous situations.
- Ability to maintain confidentiality as required by customers.
- Ambitious, proactive, a self-starter, helpful, and resourceful.
- Possess a helpful and professional attitude, exhibiting diplomacy, tact, and poise under pressure when working through customer issues.
- Knowledge of finance and accounting is a plus.
- Experience working at a high-growth software company is a plus.
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